Listen as host of the Aging with Grace 55+ podcast interviews DPL's Founder and CEO, David Lau. They discuss the importance of retirees communicating their investment styles with advisors to be sure the best plan in place. David also shares more about the Retirement Income Style Awareness (RISA) survey that is now available to firms and investors.
To hear more episodes visit AWG55.com
You can take the RISA here.